1. Others
  2. Action and Document Management
  3. Action management

Set up workflows

Use workflows to automate repetitive and predictable processes.

Each workflow is linked to a process flow. Use process flows to group workflows. You can, for example, group workflows by department.
For each workflow, you set up:
  • At least one trigger that starts the workflow.
  • The tasks to be automated.
  • The sequence in which these tasks are done.


Designer Designer Start Start Create process flow Create process flow Use process flows to group workflows. You can, for example, group workflows by department. Procedure 1. Click Action and document management design. 2. On the Process flows tab, click Add. 3. In the Description field, type the process flow name. 4. Select Yes in the Active field. 5. Close the page. Create workflow Create workflow Use workflows to automate repetitive and predictable processes.To group workflows, each workflow is linked to a process flow.For each workflow, you set up:At least one trigger that starts the workflow.The tasks to be automated.The sequence in which these tasks are done. Procedure 1. Click Action and document management design. 2. On the Process flows tab, in the list, find and select the desired process flow. 3. Click the link of the selected process flow. 4. In the Workflows section, click New. 5. In the Description field, type the workflow name. 6. Close the page. Set up workflow triggers

Set up workflow triggers

To run a workflow, a trigger is required that starts the workflow.

You can use these types of triggers:
  • Query: Use a query trigger to start a workflow based on the result of a query.
  • Staging table: Use a staging table trigger to start a workflow when a record is inserted in a staging table.

 Design workflow

Design workflow

Use workflows to automate repetitive and predictable processes.
To design a workflow, you set up:

  • The tasks to be automated.
  • The sequence in which these tasks are done.

 End End

Activities

Name Responsible Description

Create process flow

Designer
Use process flows to group workflows. You can, for example, group workflows by department.

Create workflow

Designer
Use workflows to automate repetitive and predictable processes.
To group workflows, each workflow is linked to a process flow.
For each workflow, you set up:
  • At least one trigger that starts the workflow.
  • The tasks to be automated.
  • The sequence in which these tasks are done.

Set up workflow triggers

Designer

 		To run a workflow, a trigger is required that starts the workflow.
You can use these types of triggers:
  • Query: Use a query trigger to start a workflow based on the result of a query.
  • Staging table: Use a staging table trigger to start a workflow when a record is inserted in a staging table.

Design workflow

Designer

 		Use workflows to automate repetitive and predictable processes.
To design a workflow, you set up:
  • The tasks to be automated.
  • The sequence in which these tasks are done.

Exchange workflows

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